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BLYRX vs ADSIX

Shared holdings
39
BLYRX covered by ADSIX
49.76%
ADSIX covered by BLYRX
49.76%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

BLYRX (March 31, 2026)

SecurityWeight
ALPHABET INC CL A8.69%●
NVIDIA CORP6.31%●
APPLE INC5.12%●
MICROSOFT CORP4.44%●
AMAZON.COM INC4.18%●
MASTERCARD INC CL A3.88%●
META PLATFORMS INC CL A3.82%●
APPLIED MATERIALS INC3.33%
ADV MICRO DEVICE2.90%●
FORTINET INC2.35%●
BROADCOM INC2.29%●
LAM RESEARCH CORP2.26%●
ABBVIE INC2.23%●
TERADYNE INC2.19%
MCKESSON CORP2.16%●
MERCK & CO2.10%
American Beacon U.S. Government Money Market Fund1.99%
ARISTA NETWORKS INC1.88%●
MARVELL TECHNOLOGY INC1.76%
COSTCO WHOLESALE CORP1.57%●
NETFLIX INC1.55%●
VEEVA SYSTEMS-A1.38%●
THE BOOKING HOLDINGS INC1.37%●
QUALCOMM INC1.37%●
EMCOR GROUP INC1.35%●
TRANE TECHNOLOGIES PLC1.33%
UBER TECHNOLOGIES INC1.31%●
ADOBE INC1.28%●
ONTO INNOVATION INC1.25%
SALESFORCE INC1.23%●
NETAPP INC1.18%
CADENCE DESIGN SYSTEMS INC1.17%●
INTUIT INC1.15%●
INCYTE CORP1.15%●
PURE STORAGE INC CL A1.05%●
AMPHENOL CORPORATION CL A0.98%
VISTRA CORP0.94%
TWILIO INC CLASS A0.93%
SERVICENOW INC0.91%●
OKTA INC CL A0.85%
DYNATRACE INC0.75%
CARDINAL HEALTH INC0.74%●
ROKU INC CLASS A0.74%
HUBSPOT INC0.72%●
EXELIXIS INC0.65%
AUTODESK INC0.63%●
REGENERON PHARMACEUTICALS INC0.63%
ATLASSIAN CORP PLC CLS A0.62%●
ZOETIS INC CL A0.57%
SPROUTS FMRS MKT INC0.53%

ADSIX (March 31, 2026)

SecurityWeight
NVIDIA CORP12.32%●
APPLE INC12.05%●
MICROSOFT CORP6.61%●
BROADCOM INC4.67%●
AMAZON.COM INC3.89%●
META PLATFORMS INC CL A3.27%●
ALPHABET INC CL C3.05%
ALPHABET INC CL A2.63%●
MASTERCARD INC CL A2.53%●
TESLA INC2.51%
ABBVIE INC2.46%●
VISA INC-CLASS A2.19%
COSTCO WHOLESALE CORP2.14%●
LILLY ELI and CO1.92%
LAM RESEARCH CORP1.70%●
THE BOOKING HOLDINGS INC1.59%●
PALANTIR TECHNOLOGIES INC1.42%
ADOBE INC1.25%●
NETFLIX INC1.18%●
MONSTER BEVERAGE CORP1.05%
KLA CORP0.98%
ARISTA NETWORKS INC0.89%●
SERVICENOW INC0.88%●
INTUIT INC0.84%●
Spotify Technology SA0.79%
DOORDASH INC-A0.73%
LOCKHEED MARTIN CORP0.73%
CROWDSTRIKE HOLDINGS INC0.72%
COLGATE-PALMOLIVE CO0.72%
CINTAS CORP0.72%
VERTIV HOLDINGS CO0.72%
QUALCOMM INC0.69%●
AUTODESK INC0.68%●
AIRBNB INC CLASS A0.68%
TAPESTRY INC0.67%
ADV MICRO DEVICE0.67%●
EXPEDIA INC0.62%
APPLOVIN CORP0.60%
CADENCE DESIGN SYSTEMS INC0.59%●
TE CONNECTIVITY0.56%
ACCENTURE PLC-A0.54%
BRISTOL-MYERS SQUIBB CO0.53%
UBER TECHNOLOGIES INC0.51%●
CARDINAL HEALTH INC0.51%●
SNOWFLAKE INC CL A0.49%
WORKDAY INC CL A0.48%●
LOWES COS INC0.45%
MCKESSON CORP0.43%●
MSCI INC0.43%
SALESFORCE INC0.40%●

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